Cherry Tree Wealth Management, LLC Ishares Tr Russell 200 Value E Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 267 shares of IWX stock, worth $21,141. This represents 0.01% of its overall portfolio holdings.
Number of Shares
267
Previous 267
-0.0%
Holding current value
$21,141
Previous $20 Million
8.62%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding IWX
# of Institutions
198Shares Held
51.6MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.6MShares$840 Million2.58% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$643 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.85MShares$543 Million1.99% of portfolio
-
First Citizens Bank & Trust CO6.31MShares$500 Million7.86% of portfolio
-
Envestnet Asset Management Inc6.02MShares$477 Million0.16% of portfolio